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News Archive

Empower members, increase loyalty with improved financial counseling

 

Your members rely on your expertise to borrow smarter and better manage their finances. Show them the way by attending The League's Member Financial Counseling Seminar April 16 on the CUNA Campus in Madison. Member service reps, collectors, lenders and just about any employee can become a positive life-changer for members with this blueprint that will help you identify opportunity and take action. Credit union favorites Lois Kitsch and Ken King show you how to become your members' superstar!

 

Learn the tried-and-true methods for helping members become more financially self-sufficient from two of the foremost leaders in financial action best practices!

 

Lois Kitsch, National Program Manager of REAL Solutions for the National Credit Union Foundation, played a key role first at Filene Research Institute and later NCUF in pioneering credit unions' nationwide REAL Solutions effort that helps members save and build wealth. She has helped amass some of the most effective business models used by leagues and credit unions across the country to serve millions of members

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Lois Kitsch
nationwide, including new markets like young adults, immigrants and modest income households. Learn from her experience promoting credit union development in more than 30 countries as a means of strengthening families and communities. She'll share:
  • A look at credit unions' historical roots & what the past teaches us about the future

  • Core cooperative values and principles

  • The "Not for Profit, but for Service" Learning Map®

  • How financial products and services have changed, or have they?

  • The case for credit union growth by increasing members' financial self-sufficiency

 

Ken King, Executive Director for the Consumer Credit Counseling Service & Family Service Association, is well-known for his presentations for credit union chapters on budgeting and credit counseling. He was
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Ken King
also the first Certified Consumer Credit Counselor in Wisconsin and served more than 10 years as a trustee of the National Foundation for Credit Counseling. Ken's experience also includes 19 years as a credit union director and instructor and contributor to the CUNA Financial Counselor Certification Program. He received a Wisconsin Financial Literacy Award for his strong commitment to consumer education, which includes a weekly financial column for the Sheboygan Press. Acknowledging that money management is among the most sensitive and personal issues, Ken helps you finesse the art of outreach. He explains:
  • The difference between financial counseling and budgeting assistance

  • Individual money management issues and role expectations

  • How to prepare a Financial Assessment & its benefits: your action plan

  • Improving member cash flow

  • Credit reports & scoring for empowerment

 

The cost is $199. Register today! Questions? Contact Judy Phillips at (262) 408-6020.


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